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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,242 | $159,934+37.1% | $147,005+49.1% | $145,959+50.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.47% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $7,630 | $5,287+44.3% | $4,934+54.6% | $4,661+63.7% |
| Participant deferral / active EE | $10,167 | $8,427+20.6% | $8,070+26.0% | $6,689+52.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |